Great Valley Advisor Group, Inc. Wisdomtree Floating Rate Treas Transaction History

Great Valley Advisor Group, Inc.

$4.07 Billion
Q4 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 59,500 shares of USFR stock, worth $3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

59,500

Previous 37,174 60.06%

Holding current value

$3 Million

Previous $1.87 Million 60.45%

% of portfolio

0.07%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 24, 2025	BUY	$50.23 - $50.46 $1.12 Million - $1.13 Million	22,326 Added 60.06%	59,500 $2.99 Million
Q3 2024 Nov 12, 2024	BUY	$50.2 - $50.48 $478,406 - $481,074	9,530 Added 34.47%	37,174 $1.87 Million
Q2 2024 Jul 16, 2024	BUY	$50.28 - $50.52 $1.39 Million - $1.4 Million	27,644 New	27,644 $1.39 Million
Q3 2023 Nov 06, 2023	SELL	$50.28 - $50.51 $60,336 - $60,612	-1,200 Reduced 22.28%	4,185 $210,000
Q2 2023 Aug 10, 2023	SELL	$50.23 - $50.5 $140,844 - $141,602	-2,804 Reduced 34.24%	5,385 $270,000
Q1 2023 May 02, 2023	BUY	$50.21 - $50.41 $411,169 - $412,807	8,189 New	8,189 $411,000

Others Institutions Holding USFR

# of Institutions

585

Shares Held

221M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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Great Valley Advisor Group, Inc. Wisdomtree Floating Rate Treas Transaction History